Solution Driven Setup Service

To Automate Your Business Process

Dedicated Setup Sessions with product experts which can help you remove all the hassles and save a huge amount of cost in implementing the new system.

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What’s Included in Setup Service?

Setup Service is a part of Agentcis implementation where our dedicated product experts helps you setup every bits and pieces of CRM system.

  • Company , Offices, Users and Roles Setup
  • Automation setup for list of tasks in various workflow stages
  • Accounting & Invoicing Setup
  • Email and SMS Templates and Automation Setup
  • Partner and Product Database Setup
  • Super Agent and Sub Agent Setup
  • Partner Agreements, Promotions and Product Fee Setup
  • Document Type and Checklist Setup
  • Lead forms setup and website integration assistance
  • Access to all Online Training Courses in Agentcis Academy

Benefits of Agentcis Setup

Save Time & Resource

You can save huge amount of your team member’s time on setting up the system and let them focus on their work.

Customize to your business needs

Our team of product experts will customize the system after carefully understanding your business requirements.

Get greater ROI

You can start using the key features of Agentcis and get full benefit from the system after the implementation is completed.

Get Done by the Product Experts

Our product experts have years of experience in Agentcis system and also knows the industry well. The setup process is well designed after lots of research with our different customers.

Fully Automated System

Your system will be fully automated in various factors from automating tasks in various service stages to automating emails and sms during the service process.

How does it work?


Requirement Collection

Our team will collect information to understand your business requirements.


Solution Architecture and Confirmation

After gathering your requirements, we will start planning and configuring your system with your confirmations.


Training & Delivery

Focussed delivery of the implemented system within a week of gathering the system requirements

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What our clients say

When we started growing rapidly, we had to have a system that works efficiently, where we can monitor our client’s data so we can advise them in a timely manner. Agentcis has solved these issues, especially office check-in and tasks, to communicate and provide a better service to our clients. Our needs and demands are fulfilled by Agentcis.

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Sanjeev Sharma | Director

Expert Education & Visa Services

After implementing the Agentcis system in Monkey King we not only have been able to record clients information and documents but also have increased our work efficiency at each level.

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Jannie Chen | Admin & Operations Manager

Monkey King Student Services

Agentcis has been a great help in growing our company. It has aided us in collecting leads through the customisable lead forms and converting those leads into loyal clients. Using Agentcis, we could also create tasks and set automations; which helped us to send automated emails to them on their birthdays, visa expiry and festival greetings. I would highly recommend Agentcis to other education and migration agencies in the market, who want to quickly expand their market and keep track of all their clients.

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Ivan Monte | Managing Director

Big Leap Education

Start using agentcis today

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